WMA
GUNR icon

West Michigan Advisors’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

West Michigan Advisors’s Portfolio GUNR Stock Details GUNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-5,795
Closed -$232K – 276
2025
Q2 		$232K Sell
5,795
-300
-5% -$11.6K 0.07% 209
2025
Q1 		$237K Sell
6,095
-274
-4% -$10.5K 0.08% 180
2024
Q4 		$232K Sell
6,369
-722
-10% -$28.5K 0.07% 202
2024
Q3 		$293K Sell
7,091
-8,046
-53% -$323K 0.09% 151
2024
Q2 		$608K Sell
15,137
-242
-2% -$10.1K 0.19% 84
2024
Q1 		$632K Sell
15,379
-76,195
-83% -$2.98M 0.21% 79
2023
Q4 		$3.75M Buy
91,574
+2,654
+3% +$106K 1.42% 15
2023
Q3 		$3.6M Buy
88,920
+3,723
+4% +$153K 1.92% 15
2023
Q2 		$3.41M Sell
85,197
-10,986
-11% -$453K 1.36% 19
2023
Q1 		$4.07M Buy
96,183
+4,710
+5% +$205K 2.31% 12
2022
Q4 		$3.98M Buy
91,473
+15,486
+20% +$657K 2.89% 9
2022
Q3 		$2.86M Buy
75,987
+9,488
+14% +$381K 2.49% 11
2022
Q2 		$2.64M Buy
66,499
+4,446
+7% +$201K 2.27% 11
2022
Q1 		$2.91M Buy
+62,053
New +$2.7M 1.96% 13

Other funds holding GUNR

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CFFNO
Common Fund For Nonprofit Organizations Wilton, Connecticut $1.09B AUM 22.7% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.14B AUM 24.79% 1-Year Est. Return

West Michigan Advisors's GUNR Position: Q3 2025 in Review

West Michigan Advisors sold out of Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q3 2025, closing a stake of 5,795 shares — an estimated $232K sold.

West Michigan Advisors first reported a position in GUNR in Q1 2022 and held it in 14 quarters. The position peaked at $4.07M in Q1 2023. 252 funds tracked by Wall St. Rank hold GUNR as of Q3 2025.

  • West Michigan Advisors reported no remaining Northern Trust Morningstar Global Upstream Natural Resources ETF position as of Q3 2025 after selling out during the quarter.
  • West Michigan Advisors sold 5,795 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q3 2025, an estimated $232K.
  • West Michigan Advisors first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q1 2022 and held it in 14 quarters.
  • West Michigan Advisors's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $4.07M in Q1 2023.
  • 252 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q3 2025.

Based on West Michigan Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.